earnings
confidence high
sentiment positive
materiality 0.70
MSC Industrial Q2 EPS $0.76 GAAP ($0.82 adj.), revenue $917.8M up 2.9% YoY
MSC INDUSTRIAL DIRECT CO INC
2026-Q2 EPS reported
$1.69
revenue$1,883,458,000
- Net sales $917.8M (+2.9% YoY); diluted EPS $0.76 vs $0.70; adjusted EPS $0.82 vs $0.72.
- Adjusted operating margin 7.5%, up 40 bps YoY; incremental adjusted margins of 21%.
- Q3 FY26 outlook: ADS growth 5-7%, adjusted operating margin 9.7-10.3%.
- Full-year guidance reaffirmed: capex $100-110M, FCF conversion ~90%, D&A ~$95-100M.
- CEO McIsaac says Core Customer daily sales outperformed total company for third consecutive quarter.